Xcel Energy Inc
XEL- Exchange
- Nasdaq
- Industry
- Electric & Other Services Combined
- SEC CIK
- 0000072903
No open-market purchases or sales by Xcel Energy Inc insiders were filed in the last 90 days; 1,295 institutions reported holding it in 13F filings for Q2 2026, worth $48.0B in total; Soros Fund Management is the only superinvestor holding it.
Other share classesXELLL
13F holders, Q3 2022
Institutional positions in Xcel Energy Inc as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 938
- +2 vs. Q2 2022
- Shares held
- 423.3M
- +2.29M (+0.5%) vs. Q2 2022
- Total value
- $27.1B
- −$2.66B (−8.9%) vs. Q2 2022
- New holders
- 75
- 367 more added
- Sold out
- 73
- 282 more reduced
8 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting XEL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,295 | $48.0B |
| Q1 2026 | 1,275 | $45.5B |
| Q4 2025 | 1,253 | $41.8B |
| Q3 2025 | 1,186 | $43.5B |
| Q2 2025 | 1,134 | $34.9B |
| Q1 2025 | 1,136 | $34.8B |
| Q4 2024 | 1,115 | $32.8B |
| Q3 2024 | 1,033 | $29.8B |
| Q2 2024 | 974 | $23.3B |
| Q1 2024 | 981 | $23.3B |
| Q4 2023 | 1,019 | $26.9B |
| Q3 2023 | 928 | $24.6B |
| Q2 2023 | 963 | $26.5B |
| Q1 2023 | 972 | $29.0B |
| Q4 2022 | 985 | $29.7B |
| Q3 2022 | 938 | $27.1B |
| Q2 2022 | 944 | $29.8B |
| Q1 2022 | 931 | $29.7B |
| Q4 2021 | 912 | $27.7B |
| Q3 2021 | 836 | $25.3B |
| Q2 2021 | 851 | $27.0B |
| Q1 2021 | 840 | $26.9B |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding Xcel Energy Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Zacks Investment Management | 5,101 | $326.0K | 0.01% | +5,101 | New |
| Schnieders Capital Management LLC | 5,048 | $323.0K | 0.09% | 00.0% | Unchanged |
| Wealthstar Advisors, LLC | 5,045 | $323.0K | 0.15% | +5,045 | New |
| GPS Wealth Strategies Group, LLC | 5,033 | $322.0K | 0.08% | +20+0.4% | Added |
| Fulton Bank, N.A. | 5,014 | $321.0K | 0.02% | +584+13.2% | Added |
| ASB Consultores, LLC | 5,001 | $320.0K | 0.15% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 4,985 | $319.0K | 0.01% | −136−2.7% | Reduced |
| AlphaStar Capital Management, LLC | 4,934 | $316.0K | 0.03% | −162−3.2% | Reduced |
| Eqis Capital Management, Inc. | 4,931 | $315.6K | 0.04% | +229+4.9% | Added |
| Abbrea Capital, LLC | 4,874 | $314.0K | 0.06% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 4,896 | $313.0K | 0.03% | −5−0.1% | Reduced |
| Leavell Investment Management, Inc. | 4,860 | $313.0K | 0.02% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 4,863 | $311.0K | 0.01% | 00.0% | Unchanged |
| Intrust Bank NA | 4,862 | $311.0K | 0.05% | +533+12.3% | Added |
| Parallel Advisors, LLC | 4,825 | $309.0K | 0.01% | −299−5.8% | Reduced |
| Kestra Private Wealth Services, LLC | 4,824 | $309.0K | 0.02% | +360+8.1% | Added |
| Umb Bank N A | 4,816 | $308.0K | 0.01% | −73−1.5% | Reduced |
| First Heartland Consultants, Inc. | 4,821 | $308.0K | 0.05% | +150+3.2% | Added |
| Montag A & Associates Inc | 4,754 | $307.0K | 0.02% | 00.0% | Unchanged |
| Eastern Bank | 4,735 | $304.0K | 0.02% | −194−3.9% | Reduced |
| Capital Investment Advisors, LLC | 4,734 | $303.0K | 0.01% | +8+0.2% | Added |
| Laurel Wealth Advisors, Inc. | 4,728 | $302.0K | 0.03% | −1,714−26.6% | Reduced |
| Conning Inc. | 4,648 | $297.0K | 0.01% | −1,113−19.3% | Reduced |
| Ballentine Partners, LLC | 4,624 | $296.0K | 0.01% | +644+16.2% | Added |
| V Wealth Advisors LLC | 4,614 | $295.0K | 0.06% | +36+0.8% | Added |
| Castle Rock Wealth Management, LLC | 4,915 | $294.0K | 0.15% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 4,596 | $294.0K | 0.03% | +20.0% | Added |
| Csenge Advisory Group | 4,588 | $294.0K | 0.02% | +90+2.0% | Added |
| Destination Wealth Management | 4,571 | $293.0K | 0.01% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 4,563 | $292.0K | 0.01% | −66−1.4% | Reduced |
| Aureus Asset Management, LLC | 4,555 | $292.0K | 0.03% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 4,541 | $291.0K | 0.04% | 00.0% | Unchanged |
| Wealth Alliance | 4,548 | $291.0K | 0.06% | +116+2.6% | Added |
| Lake Street Financial LLC | 4,501 | $288.0K | 0.07% | −400−8.2% | Reduced |
| First Horizon Advisors, Inc. | 4,519 | $288.0K | 0.01% | −100−2.2% | Reduced |
| South State Corp. | 4,488 | $287.0K | 0.03% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 4,463 | $286.0K | 0.13% | +10.0% | Added |
| Smith Anglin Financial, LLC | 4,464 | $286.0K | 0.06% | +10.0% | Added |
| Resolution Capital Ltd | 4,460 | $285.0K | 0.01% | −890−16.6% | Reduced |
| Brookstone Capital Management | 4,898 | $284.0K | 0.01% | +155+3.3% | Added |
| Leverty Financial Group, LLC | 4,437 | $283.0K | 0.27% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 4,400 | $282.0K | 0.07% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 4,410 | $282.0K | 0.05% | +11+0.3% | Added |
| Wealthsource Partners, LLC | 4,384 | $281.0K | 0.02% | +10+0.2% | Added |
| AXA S.A. | 4,378 | $280.2K | 0.00% | −1,231−21.9% | Reduced |
| FDx Advisors, Inc. | 4,378 | $280.0K | 0.01% | −1,104−20.1% | Reduced |
| Lincoln National Corp | 4,357 | $279.0K | 0.01% | +540+14.1% | Added |
| Kettle Hill Capital Management, LLC | 4,362 | $279.0K | 0.07% | +4,362 | New |
| Synovus Financial Corp | 4,329 | $278.0K | 0.00% | −22−0.5% | Reduced |
| Howe & Rusling Inc | 4,347 | $278.0K | 0.04% | 00.0% | Unchanged |
| XML Financial, LLC | 4,329 | $277.0K | 0.04% | +757+21.2% | Added |
| Desjardins Global Asset Management Inc. | 4,307 | $276.0K | 0.03% | 00.0% | Unchanged |
| Wade G W & Inc | 4,254 | $272.0K | 0.01% | +157+3.8% | Added |
| Tradewinds, LLC. | 4,239 | $271.0K | 0.20% | +1,248+41.7% | Added |
| Avestar Capital, LLC | 4,192 | $268.0K | 0.07% | −780−15.7% | Reduced |
| Planning Center, Inc. | 4,479 | $268.0K | 0.21% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 4,168 | $267.0K | 0.06% | +1,032+32.9% | Added |
| Nicollet Investment Management, Inc. | 4,172 | $267.0K | 0.15% | +1,332+46.9% | Added |
| Cresset Asset Management, LLC | 4,155 | $266.0K | 0.00% | −4,944−54.3% | Reduced |
| Sandy Spring Bank | 4,145 | $265.0K | 0.02% | −223−5.1% | Reduced |
| McKinley Carter Wealth Services, Inc. | 4,105 | $263.0K | 0.02% | −10−0.2% | Reduced |
| N.E.W. Advisory Services LLC | 4,116 | $263.0K | 0.05% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 4,071 | $261.0K | 0.04% | −381−8.6% | Reduced |
| Sawtooth Solutions, LLC | 4,012 | $257.0K | 0.04% | +1,035+34.8% | Added |
| Motco | 4,011 | $257.0K | 0.02% | +2,250+127.8% | Added |
| Strategy Asset Managers LLC | 4,021 | $257.0K | 0.07% | +4,021 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,000 | $256.0K | 0.00% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 4,000 | $256.0K | 0.13% | 00.0% | Unchanged |
| Strategic Advisors LLC | 4,000 | $256.0K | 0.06% | 00.0% | Unchanged |
| Accel Wealth Management | 3,851 | $256.0K | 0.14% | +19+0.5% | Added |
| Principle Wealth Partners LLC | 3,980 | $255.0K | 0.03% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 3,984 | $255.0K | 0.09% | 00.0% | Unchanged |
| Ballast Advisors LLC | 3,981 | $255.0K | 0.12% | +5+0.1% | Added |
| Chesley Taft & Associates LLC | 3,954 | $253.0K | 0.02% | −50−1.2% | Reduced |
| USAdvisors Wealth Management, LLC | 3,934 | $252.0K | 0.13% | −326−7.7% | Reduced |
| Triumph Capital Management | 3,925 | $251.0K | 0.14% | −49−1.2% | Reduced |
| Scissortail Wealth Management, LLC | 3,849 | $251.0K | 0.13% | +3,849 | New |
| LWM Advisory Services, LLC | 3,904 | $250.0K | 0.28% | +256+7.0% | Added |
| Woodmont Investment Counsel LLC | 3,875 | $248.0K | 0.03% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 3,824 | $245.0K | 0.01% | −10,495−73.3% | Reduced |
| Sequoia Financial Advisors, LLC | 3,835 | $245.0K | 0.01% | +191+5.2% | Added |
| Evercore Wealth Management, LLC | 3,827 | $245.0K | 0.01% | +615+19.1% | Added |
| Pendal Group Limited | 3,830 | $245.0K | 0.00% | +3,830 | New |
| American Portfolios Advisors | 3,818 | $244.4K | 0.01% | −676−15.0% | Reduced |
| Raymond James Trust N.A. | 3,782 | $242.0K | 0.01% | +223+6.3% | Added |
| Chilton Capital Management LLC | 3,770 | $241.0K | 0.02% | 00.0% | Unchanged |
| Bank of Hawaii | 3,765 | $241.0K | 0.02% | 00.0% | Unchanged |
| Boston Partners | 3,771 | $241.0K | 0.00% | +286+8.2% | Added |
| Pathstone Family Office, LLC | 3,677 | $236.5K | 0.00% | +3,677 | New |
| Versant Capital Management, Inc | 3,669 | $235.0K | 0.09% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 3,648 | $233.0K | 0.11% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 3,592 | $230.0K | 0.03% | +56+1.6% | Added |
| LCM Capital Management Inc | 3,598 | $230.0K | 0.24% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 3,559 | $228.0K | 0.05% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 3,559 | $228.0K | 0.20% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 3,535 | $228.0K | 0.01% | +3,535 | New |
| Whittier Trust Co | 3,545 | $227.0K | 0.00% | −6,400−64.4% | Reduced |
| RFG Advisory, LLC | 3,427 | $226.0K | 0.01% | −733−17.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 3,509 | $225.0K | 0.02% | +385+12.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 3,501 | $224.0K | 0.02% | 00.0% | Unchanged |